Rules for Retaining Benefit Plan Records
Electronic filing is popular, but benefit plan sponsors need to know the rules about what...
Editors' Picks
Retirement Plan Investors May Be Looking for Investment Standouts
While asset managers are optimistic that market conditions will stabilize and improve, they still point...
Survey Findings
Both ESG investing and in-plan retirement income solutions are used by fewer than one in eight DC plans, and it is unclear what effect regulatory changes will have on sponsor interest.
Top Stories
Effect of the Biden Administration on Health and Retirement Benefits
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back of current administration efforts, especially on ESG investing.
Retirement Industry People Moves
Strategic Benefits Advisors hires leader of DB administration team and Nationwide hires chief data officer.
COVID-19 and Biden Policy Could Intertwine to Affect DB Plan Funding
The future health and political landscape could make a big difference on assumptions used for calculations and defined benefit plan...
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Benefits |
Financial Wellness Programs Should Be Customized for Women
Interrupted careers, greater longevity and other factors call for unique help for women in employer financial wellness programs, a paper...
Products |
Nationwide New Business Fee Waiver Extended Through March
The firm is also offering plan participants a 90-day trial period of its managed account solution.
$17.5M Settlement Reached Over ‘Too Conservative’ Plan Investments
The plan’s investment policy statement allegedly called for 70% of the plan’s assets to be allocated into domestic fixed income...
Bath and Body Works Parent Company Sued for 401(k) Plan Excessive Fees
The lawsuit against L Brands says recordkeeping and investment fees were excessive and fiduciaries failed to use the lowest-cost share...
Terminating a 403(b) and Starting a 401(k)
“I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which...
Benefits |
Experience and Expectations Show the Need for More Flexible Benefits
The effect of the COVID-19 pandemic on employees creates a need for more flexible leave and PTO policies, caregiving support,...
IRS Modifies CARES Act Due Date for DB Plan Contributions
The extended due date for contributions could help plan sponsors reduce PBGC variable rate premiums.
Latest in Research
Latest in Research
2020 DC Survey: Plan Benchmarking
Industry Intelligence Spotlight
Considering Provider Support During a Challenging Year
Stock plan sponsors reflect on provider response as they navigate administration during the pandemic
sponsored by E*TRADE
Financial ownership: Helping participants move from engagement to actions
Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference
sponsored by Charles Schwab
Driving Retirement Plan Outcomes Through An Income Strategy
COVID-19 has highlighted many gaps in today’s retirement plans and verified that American workers are not prepared for retirement. A guaranteed income strategy is often the missing link that is preventing plans from...
sponsored by Prudential
Plansponsor Magazine
PLANSPONSOR Magazine, published bi-monthly, brings you the ability to stay informed on crucial issues and the latest in innovative solutions.
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Cover
Time to Take Stock
How we got here, and 5 action steps to a more promising...
ERISA Examination
Committees Need a Checkup, Too
It’s prudent for your plan committee to annually review best practices.
Inside Angle
DOL Shifts Course on Proxy Voting
New proposed rule would up the fiduciary requirements.
DB Focus
ESG Across Asset Classes
Most asset managers—though not the DOL—agree with using ESG funds.
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